Streamline Prospect Research Workflows
Every new contact in HubSpot instantly gets a research task in Linear, so your team has a structured place to dig into background, fit, and opportunity before reaching out.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create linear issue
Creates a new issue in a specified linear project and team, requiring a title and description, and allowing for optional properties like assignee, state, priority, cycle, and due date.
Why this helps
Research tasks often get skipped because there's no automated prompt or structured space. Founders skip straight to outreach, missing critical context that could have shaped better messaging.
- Research tasks are created automatically, eliminating manual setup
- Ensures research happens before outreach, improving quality
- Centralizes research discussions in one Linear space per prospect
- Supports better targeting and personalization
- Reduces wasted outreach on poor fits
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Linear to Notis.
- 2Ask Notis: 'When a new contact is created in HubSpot, create a research task in Linear with a checklist for background check, fit assessment, and opportunity identification' or use the portal.
- 3Notis automatically creates the task with the prospect's name and company in the title and a templated description with your research checklist.
- 4Define what research steps matter most to your team (website review, LinkedIn, recent funding, hiring signals, etc.) in the automation.
- 5Test by adding a new contact to HubSpot and verifying the research task appears with your checklist ready.
Questions about this workflow
What research items should we include in the task template?
Common items: company background, funding history, team leadership, recent news, competitive position, and likelihood of solving your solution's problem. Customize for your sales process.
Can multiple team members collaborate on the research task?
Yes, it's a Linear issue, so team members can add comments, share findings, and track progress collaboratively within the task.
Should research tasks be assigned to a specific person?
You can specify in the automation that tasks are assigned to your research specialist or SDR. Otherwise, the team picks them up based on availability.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Linear. A trigger fires from one place; an action lands in another.
Hubspot triggers
Linear actions
Contact Created Trigger
Contact Created Trigger
Create linear attachment
Creates a new attachment and associates it with a specific, existing linear issue.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create a comment
Creates a new comment on a specified linear issue.
Create linear issue
Creates a new issue in a specified linear project and team, requiring a title and description, and allowing for optional properties like assignee, state, priority, cycle, and due date.
Get create issue default params
Fetches a linear team's default issue estimate and state, useful for pre-filling new issue forms.
Create a label
Creates a new label in linear for a specified team, used to categorize and organize issues.
Delete issue
Archives an existing linear issue by its id, which is linear's standard way of deleting issues; the operation is idempotent.
Get all teams
Retrieves all teams from the linear workspace without requiring any parameters.
Download issue attachments
Downloads a specific attachment from a linear issue; the `file name` must include the correct file extension.
Connect any two apps with Notis in the middle.
Not just Hubspot and Linear. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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